Visualize KPIs in a swimlane diagram

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Join Visio MVP Scott Helmers in this online video to learn how a data-linked Visio diagram can be used to visualize Key Performance Indicators (KPIs) in a swimlane diagram. You will learn how to apply Visio data graphics to shapes that contain data and will see that the graphics representing KPIs are redrawn dynamically when the linked data changes. Although this tutorial uses a swimlane diagram you will discover that the same techniques can be used in any type of Visio diagram.

- [Instructor] Many people are accustomed to using…a flowchart or a swimlane diagram to document…the best way to do the work in a business process.…You can extend the usefulness of either diagram type…by linking it to data and then using data graphics…to visualize data about an instance of the process.…In this example, we'll use a swimlane diagram…that depicts the steps in a recurring process,…namely finding and hiring a new employee in response…to a request from a manager in the organization.…In the SharePoint folder on the screen,…you see two file names highlighted.…

The first is an Excel workbook containing…process instance data.…The second is the Visio diagram.…Let's take a look at the data first.…Here's the process instance data viewed in Excel Online.…We'll come back here in just a moment and make some changes,…but first, let's look at the diagram.…At this point, it's a fairly ordinary looking…swimlane diagram, but let's take a look at the data…connection by clicking the External Data Window,…just to show that we have at least linked it to data.…

Released

First, learn how to apply data and display fields to shapes and run the many prebuilt reports offered in Visio 2016, as well as customize your own. Then find out how to visualize data with callouts, data bars, and icon sets; change the color of shapes as data values change; link diagrams to external data from Excel and Access; align data with flow charts, timelines, organization charts, and other Visio diagrams; and share your new data-driven diagrams with others—even if they don't have Visio. This course will help you accomplish more than you ever thought was possible with Visio, and communicate more effectively than you ever could with static data alone.